42+
Years of experience
98
Clients & Investors
$113M
Assets Under Management
24/7
Availability & Support
As of 12/31/2023
Our Mission…
… earning the right to become the The Trusted Advisor for every client and their family members,
serves as the foundation for our vision to help our clients pass wealth to future generations.
serves as the foundation for our vision to help our clients pass wealth to future generations.
Our Clients…
Collar Capital clients reside within every phase of life – from home buying to business planning to college expenses to retirement planning, and everything in between. We provide guidance that is relevant to your unique situation.
The Company…
At Collar Capital, signature service underscores our approach to personal portfolio planning and management. This is the foundation of our organization and the key to our client relationships.
Our Advisors…
Collar Capital combines a Wall Street background with Main Street personal service and as a Registered Investment Adviser is dedicated to creating, building and managing our clients’ capital investment portfolios.
More About the Company
We work as partners with you, sharing the same goal to actualize value and maximize opportunity. We respect your trust and are proud to earn it by achieving positive results for you.
More About Our Advisors
With years of capital markets experience and an in-depth knowledge of today’s investing opportunities, we develop forward-thinking financial plans that help grow and protect your capital investments.
PORTFOLIO MANAGEMENT
